Workflow Task Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations. One such report is the Workflow Task Report. Note: there is also a Workflow Report which allows you to see which contacts are at which step of a particular Workflow. You can learn more about that here.

To access the Workflow Task Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database:

On the resulting page, your Workflow Task Report is accessible within the Reminder Reports section: